Compare · 4 funds side by side · dividends reinvested

BTAL, IJS, IWF and VUG

BTALAGF×IJSiShares×IWFiShares×VUGVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,557VUG · best of the four

Story of the four · IncomeMost incomeBTAL · 2.75% · $275 a year on $10k

Story of the four · RiskSmallest drop

BTAL, IJS, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares S&P Small-Cap 600 Value ETFUS Stock Styles · Small cap0.18%1.38%+19.3%+22.0%+16.9%+6.0%−9.3%16.2%$7.7B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$117B2.6

AGF U.S. Market Neutral Anti-Beta FundUS Stock Styles · Large cap1.53%2.75%−9.5%−9.9%−11.2%−2.1%−29.2%24.3%$370M3.6

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: BTAL 2011 · IJS 2000 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

AGF U.S. Market Neutral Anti-Beta Fund · $370M$8,992

BTAL

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BTAL vs IJS: Top 5 Holdings

Today

BTAL

30.2%in top 5

IJS

in top 54.8%

BTALStockIJS

6.4%EPAM0.9%

6.2%ACNnot top 5

5.9%MCKnot top 5

5.8%CDWnot top 5

5.8%FCN

Cost, Income and Risk

Fees: BTAL, IJS, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJS0.18%$18

IWF0.18%$18

BTAL1.53%$153

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

IJS

iShares S&P Small-Cap 600 Value ETF · $7.7B$13,404

$10,000 five years ago, dividends reinvested · they hold 2.3% in common

BTALMeasureIJS

−9.5%Year to dateJan 1 → Nov 11+19.3%

−9.9%1 yearTotal return+22.0%

−11.2%3 years · per year$10,000 became $7,013 · $15,965+16.9%

−2.1%5 years · per year$10,000 became $8,992 · $13,404+6.0%

1.53%Expense ratio$153 · $18 a year on $10k · lower is better0.18%

2.75%Trailing 12-mo yield$275 · $138 a year on $10k1.38%

−29.2%Worst dropSmaller is better−9.3%

24.3%VolatilityLower is calmer16.2%

BTALIJS Winner of the row, in its colourEach row: the bigger of the two fills its side

1–7IJS wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 5MTCH1.0%

not top 5PAYC1.0%

not top 5VSXY0.9%

not top 5JXN0.9%

Held in common2.3%

End-of-day Nov 11, 2026 · share of each fund

BTAL vs IJS Returns, Every Period

5Y

AGFBTAL

−2.1%

5 years, per year

IJSiShares

+6.0%

5 years, per year

BTALIJSFaded: behind in that period

0–4IJS wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

BTAL vs IJS

YTD

AGFBTAL

−9.5%

IJSiShares

+19.3%

−9.5%Year to date+19.3%

−29.2%Worst drop · 1Y−9.3%

24.3%Volatility · 1Y16.2%

2.7%Yield1.4%

$370MAssets$7.7B

3–1IJS wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: BTAL, IJS, IWF, VUG

1Y

2.75%highest, BTAL

FundTrailing yieldYield$10k

BTAL2.75%$275

IJS1.38%$138

VUG0.41%$41

IWF0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$122most kept, BTAL

BTAL$275 − $153 = $122

IJS$138 − $18 = $120

VUG$41 − $3 = $38

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: BTAL, IJS, IWF, VUG

Today

78.0%most shared, IWF and VUG

BTALIJSIWFVUG

BTAL—2.3%5.3%4.0%

IJS2.3%—0.0%0.0%

IWF5.3%0.0%—78.0%

VUG4.0%0.0%78.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+22.0%IJS, at 16.2% volatility

IJSWorst drop−9.3%16.2% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.6% vol

BTALWorst drop−29.2%24.3% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

BTALIJS

−9.5%Year to date+19.3%

2.7%Yield1.4%

−9.9%Past year+22.0%

1.53%Fee0.18%

3–1IJS wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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BTAL, IJS, IWF and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four